Defining & Achieving Financial Independence
The road to financial independence has many forks, and the direction you choose can have a permanent effect on your well-being and your ability to care for the ones you love. Without a trusted map to point you in the right direction and a guide to get you through tricky stretches of road, you’ll end up taking chances all too often. Whether you’re on your own or traveling with a family, make the journey towards financial security in good company when you travel with Claire.
Clarity Financial Planning helps you achieve financial independence and security by taking an all-inclusive approach to managing your journey towards financial independence. You’ll start by defining what financial independence and security mean to you, and then address each type of terrain that must be navigated successfully. From recordkeeping, to taxes, to investing, to insurance, to retirement planning, as a Fee-Only financial planner and advisor, Claire will help you plan your journey based on a realistic picture of your needs and goals and guide you over the rough spots as you need her.
Thanks to her life-long commitment to excellence and ethical practice, Claire has no trouble telling you if she doesn’t know the answer to a question. Thanks to an extensive professional network and well-developed research skills, she will find the answers you need and get back to you in a timely fashion. Current clients benefit from her forthright approach and dedication to accuracy, while future clients will reap the benefits of her approach to life-long learning.
Is Clarity Financial Planning Right for You?
Are you a successful professional in the Washington DC Metro Area who would rather pay a fair yearly retainer for comprehensive financial planning and advice? Single, married, family, or pets—your situation matters less than your desire to have unbiased, comprehensive guidance.
Clarity Financial Planning charges a yearly fee based on your income, net worth, and complexity of your financial situation. For example, a client with an annual income of $100,000, net worth of $500,000, and a moderately complex financial situation might retain Claire’s services for $5,000–$7,000 per year. The peace of mind and support Claire provides make it a great deal—caring, high-quality service and expert guidance aren’t always easy to come by.
Clients have full access to Claire’s expertise through several in-person meetings per year at the Clarity Financial Planning office in Rosslyn, VA, in addition to unlimited phone and email support.